Berger Financial Group, Inc ยท 1 day ago
Seasonal Receptionist
Berger Financial Group is seeking a Receptionist to support the Sun City West team from February to April for the 2026 tax season. The role involves greeting clients, answering phones, maintaining the reception area, and performing various administrative tasks.
Financial ServicesRetirementWealth Management
Responsibilities
Greet clients and guests making them feel welcomed into our office
Answer phones and distribute calls to appropriate staff
Maintain reception area and office to ensure neat and professional appearance
Sort, open and distribute mail
Restock reception area and office supplies
Scan in documents as needed for staff
Other projects as assigned
Qualification
Required
1+ years of customer experience
Exceptional customer service skills and professional phone manner
Proficiency in Word, Excel, PowerPoint, Outlook
Must be organized, detail-oriented and able to prioritize multiple tasks
Company
Berger Financial Group, Inc
With experienced financial planners and dedicated CPAs on staff, our team approach to wealth management sets us apart.
Funding
Current Stage
Growth StageLeadership Team
Larry Berger
Founder & Chairman
Company data provided by crunchbase